Summit Trail Advisors’s iShares Silver Trust SLV Stock Holding History

Summit Trail Advisors’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$395K	Buy	7,382 +1,000	+16%	+$66.3K	0.01%	1284
2026 Q1	$435K	Buy	+6,382	New	+$485K	0.01%	1206
2025 Q4	–	Sell	-21,150	Closed	-$896K	–	1366
2025 Q3	$896K	Buy	+21,150	New	+$759K	0.01%	896

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Trail Advisors's SLV Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares Silver Trust (SLV) stake by 16% in Q2 2026, buying an estimated $66.3K and bringing the position to 7,382 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1284.

Summit Trail Advisors first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $896K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Summit Trail Advisors held 7,382 shares of iShares Silver Trust worth $395K as of Q2 2026.
Summit Trail Advisors bought 1,000 iShares Silver Trust shares in Q2 2026, an estimated $66.3K.
iShares Silver Trust made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1284 holding.
Summit Trail Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Summit Trail Advisors's iShares Silver Trust position peaked at $896K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.